Investor connect rbc

Think of MyAdvisor as another member of your financial team. You will have easy access to MyAdvisor to track and forecast your progress. You can also connect and work with an advisor for guidance and recommendations whenever you need to at no additional cost. What is electronic signing and how does it work? Electronic signing is the ability to sign and approve documents online in order to fulfil your request (e.g. if you want to open a new investment account or update your investor profile). To sign and approve documents now, please follow the steps below Sign in to RBC Online Banking on your desktop or laptop to access the MyAdvisor Dashboard From the Dashboard, click on the down arrow located at the top right of your screen, next to your name From the drop-down menu, select ‘Your Documents’ From the ‘Your Documents’ section, choose the documents you need to review and sign. Close Close --> View Legal DisclaimersHide Legal Disclaimers ® Registered trademarks of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec. 1 MyAdvisor is an online platform from RBC where you can view your financial information including visual representations (charts and graphs) of your retirement readiness, net worth, cash flow, and financial goal tracking. You can also see how varying your current approach can affect your savings and goals. The MyAdvisor platform also enables you to book an appointment with an RBC advisor and to meet with your advisor using video chat or phone to open new accounts, including investment accounts, and get advice on meeting your financial goals. Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). Investment advice provided by RMFI may be delivered through the MyAdvisor platform. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.

Or engaging in any suspicious or fraudulent activity, as determined by Royal Bank of Canada in its sole discretion.Legal Disclaimer1Available only to (i) Newcomers to Canada who arrived within the last 5 years and (ii) for non-credit card accounts with RBC. Must show proof of entry into Canada and provide supporting documents such as landing papers or permanent resident card. Other conditions apply. See branch for details. This offer may be withdrawn at any time and is subject to change without notice.Legal Disclaimer2An RBC Royal Bank credit card with no credit history required is available to RBC personal deposit clients who are (i) permanent residents and international students who arrived in Canada within the last 12 months, or (ii) temporary resident workers who arrived in Canada within the last 48 months, provided you meet all of the eligibility and credit criteria of Royal Bank of Canada.Legal Disclaimer3No annual fee is available with the following RBC Royal Bank credit cards: RBCCash Back Mastercard, RBC Rewards + Visa, RBC Visa Platinum.Legal DisclaimerRBC automotive financing products are offered by Royal Bank of Canada by way of conditional sales contract (in Quebec, installment sales contract) and are subject to its standard lending criteria.Legal Disclaimer4Available to permanent residents and temporary foreign workers who have been in Canada for less than 3 years. Down payment of up to 15% may be required. Maximum financing term is 96 months with a maximum loan amount of $75,000. Note: for investor class permanent residents, there is no maximum loan amount. No credit history required on vehicles less than 10 years old, provided you meet all of the eligibility and credit criteria of Royal Bank of Canada.Legal Disclaimer5You may be eligible for an RBC Royal Bank residential mortgage or mortgage within an RBC Homeline Plan, even if you have no

Online: From the Accounts Summary page go to Quick Payments & Transfers on the right side of the page. You can also click on "Pay Bills" from the information box at the top of the page when viewing your chequing or savings account. Select the Amount, the "From" Account and the recipient in the "To" field. Follow the on-screen instructions and select “Submit.” Whether you're at home or away you can arrange to have payments and transfers made at a predetermined frequency or specified dates. Simply specify the amount and how often you want the transfers to occur (such as once a week, every 2 weeks or once a month). RBC Direct Investing Inc.*, RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. *Member-Canadian Investor Protection Fund. 1. RBC Online Banking is operated by Royal Bank of Canada. 2. Please note that each payment to a third party from your RBC Royal Bank credit card account is treated as a cash advance (up to your available credit and daily limits) and is subject to the standard annual interest rate applicable to your credit card account, from the day the cash advance is posted until the balance is paid in full. A $3.50 cash advance fee/transaction applies and will be charged to your credit card account. If paying from a Royal Credit Line regular interest charges apply. See your Royal Credit Line Agreement for details. 3. Standard account charges may apply. Maximum transaction limits may apply and are subject to change. Availability of the money will depend on the time when it is sent from RBC Royal Bank or RBC Bank. Transaction may not appear on your RBC Bank (U.S.) account transaction history until the following day but will reflect the date of transfer. 4. Interac e-Transfer transactions are free for all personal chequing accounts. An Interac e-Transfer fee of $1.00 for RBC personal savings accounts, or $1.50 for RBC business deposit accounts, may apply. Service not available on U.S. chequing accounts. 5. Additional service fees by any intermediary and receiving bank may apply. 6. Use of this service will impact the interest costs

Client Account Access Are you tired of receiving paper statements or trade confirmations in the mail? Would you like to view your account information online and access tax documents as soon as they become available? If so, please check with your financial professional to determine which account access system best fits your needs. delivers a comprehensive view of many of your investment accounts through Concorde. In addition to brokerage accounts, it includes information on variable annuities, mutual funds, and directly held accounts such as 529 plans or REITs. Albridge does not include any information regarding DST or 1031 transactions. Please contact your financial professional for more information. allows you to access your Pershing brokerage accounts in one easy-to-use portal. You may view account statements, trade confirmations, and tax statements online through eDelivery, as well as get instant access to balances, portfolio holdings, account activity, tax information, and more! If you have Pershing accounts and haven’t previously enrolled, please select the “Register Now” hyperlink on the login page. www.investor-connect.comRBC Investor Connect allows you to view your RBC brokerage accounts in one easy-to-use portal. This serves as your online resource for financial news and information, as well as provides you with access to your online documents, convenient financial tools, research, and more! If you have an RBC account and have not previously registered for online access, please click the “Register Now” link on the login page. Schwab Online serves as your secure desktop login for your current Charles Schwab Accounts. The online experience allows you easy, intuitive access to your investments using a personalized accounts summary. If you’re a new user, you’ll just need your Schwab account number and social security card or government-issued ID number to complete your set up. Ameritrade AdvisorClient allows you to view all your TD Ameritrade accounts, track your investments, and review your account documents, such as trade confirmations and monthly statements, all in one place. If you’re a new user and would like to view your TD Ameritrade accounts online, please click the “Set up my profile” link next to “First time here?” on the login page and follow the prompts. All you’ll need is your TD account number to get started!

Informed decisions.Partner Discovery: The platform enables businesses to identify potential importers and suppliers, supporting the expansion of their trade networks.Compliance Guidance: Provides essential information to help businesses navigate international trade regulations and ensure compliance in different markets.No Cost Registration: Businesses can sign up at no cost, gaining immediate access to the platform's comprehensive trade resources.RBC Trade Club Advantages:Global Networking: Specifically for eligible RBC clients, the Trade Club offers a platform to connect with businesses and clients from partner banks around the world, facilitating international collaboration.Industry-Specific Matchmaking: Delivers customized networking results based on a company’s specific industry, products, and strategic goals, streamlining the search for compatible business partners.Exclusive Membership: Access to the Trade Club is exclusive to select RBC clients, with more information available through consultation with an RBC representative.Cheque ProCheque-Pro™ is a remote cheque depositing service designed for businesses, enabling electronic deposits of cheques into RBC Royal Bank CAD or USD business accounts via RBC Express online banking or RBC Online Banking for Business. This service is particularly beneficial for businesses that frequently deposit cheques, operate multiple offices, or are located far from RBC branches.Advantages of Cheque-Pro include:Reducing the need for bank or courier trips for cheque deposits.The ability to view, print, and save images of the front and back of cheques.Same-day credit for deposits made before 10 p.m. EST on regular business days.Enhanced account reconciliation and reduced account adjustments, as deposits must be balanced before submission.Centralized capture and reconciliation of cheque deposit details from various locations.Requirements for Cheque-Pro:Enrollment in RBC Express online banking or RBC Online Banking for Business, with business accounts accessible on the platform.Acquisition of a compatible digital cheque scanner, available for purchase or lease from RBC at a monthly service fee.Cheque-Pro offers a streamlined and secure solution for businesses looking to optimize their cheque deposit processes, providing convenience and efficiency in managing financial transactions.However, there is also an easier way to deposit checks, and is also offered by RBC – the Mobile Cheque Scanner. The Mobile Scanner is an in-app functionality for the RBC Mobile App.Impact of RBC's Digital Products on SMBs/ SMEs BankingThe introduction of